Financial Account Specialist

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SMDigital USA

WebsiteLinkedInAll Job Openings

51 - 200 employees

🤝 B2B

B2B • Marketing • Digital Agency

SMDigital USA is an award-winning international digital agency known for its talented team of over 220 professionals committed to creating innovative digital solutions. The company places a strong emphasis on fostering a positive work environment, offering flexibility and growth opportunities, and maintaining a healthy work-life balance for its global team. With offices in Miami, New York, Shanghai, Medellin, Spain, the Philippines, and Panama, SMDigital specializes in areas such as customer service, web development, SEO, social media management, and more, relying on a team of experts primarily based in the Philippines.

📋 Description

• Handle inbound and outbound calls from clients seeking pre-settlement funding • Gather accurate case information — accident details, attorney info, case status, and insurance data • Assess case eligibility and route to the appropriate funding team for review • Coordinate with attorneys and law firms to collect necessary documentation • Keep detailed, accurate records of every client interaction and case update • Follow up consistently to move cases through the pipeline without delays • Maintain compliance with industry regulations and data privacy standards

🎯 Requirements

• 3+ years of experience in a call center, legal, financial, or intake-related role (Required) • Familiarity with pre-settlement funding, personal injury, or legal funding processes is a strong plus • A warm, professional communicator — you handle sensitive conversations with care and confidence • Detail-oriented and accurate — you know the small things make a big difference in this industry • Comfortable managing multiple cases simultaneously without dropping the ball • Discreet and trustworthy with sensitive client and legal information • Flexible with shifting schedules and thrives in a fully remote setup

🏖️ Benefits

• Full-time remote work with a complete WFH support program • Maxicare HMO + PhilHealth coverage • SIL, PTO, and a special birthday leave • Paid vacation leave • Zero-interest employee loan program • Performance bonuses and merit-based recognition • Monthly Gen Pow-Wows and team engagement events with prizes • Arvios Leadership Development Academy and workshop programs • Monthly 1-on-1 touchbase calls with your HR partner